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Sanrith Descartes

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People will use the easiest search available to them and expect it to work. Googles play is android and apples play is iOS search. I think both of those may end up too limited. Shit like grok and ChatGPT are also probably not what wins either though imo unless their AI’s stay head and shoulders above the others. What wins is meta or TikTok ai imo because users are already in those apps for other reasons and just prefer to stay in them to search shit or ask random questions.

corporate ai is going to end up as a branded software as a service fast. Some big4 will have a sub for any accounting question. Law firms will have one for legal questions, epic will make one for medical. Etc. it will go that way and away from ChatGPT because companies will want the legitimacy that asking a branded ai offers even if it isn’t actually better than ChatGPT.
You mean like a branded PLTR AI? The company governments trusts with their data?
 

TJT

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The Fed market is a big deal. My company is going through FEDRAMP right now because fed contracts for SAAS software is the gold mine of gold mines. PLTR is going to be bailing money.

For those unaware of how much resources are spent on it. Most companies with big fed exposure in IT have a company within a company that has all of its own infrastructure solely to manage the FED stuff. We are no different. AWS for example has its entire Fed division and also secret/top secret/etc levels of infrastructure scaled to serve the entire fed.
 
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TomServo

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The Fed market is a big deal. My company is going through FEDRAMP right now because fed contracts for SAAS software is the gold mine of gold mines. PLTR is going to be bailing money.

For those unaware of how much resources are spent on it. Most companies with big fed exposure in IT have a company within a company that has all of its own infrastructure solely to manage the FED stuff. We are no different. AWS for example has its entire Fed division and also secret/top secret/etc levels of infrastructure scaled to serve the entire fed.
fedramp is a beast. no doubt
 

Rangoth

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I still have until July, but I may have to cut my TSLA puts for a 20% loss if things don't reverse lol I know I know...never bet against TSLA, but every single piece of news coming out is bad.

Chief of India leaves as they enter market, FSD not working, sales down across every market, elon effect(not getting political but it is a thing) and yet +17.00$ today and 150+ p/e. I know everyone says its the long term bet on robotics and basically being one of those companies from the movies that runs the entire world, but I would have thought it would settle until this chaos ends.

Today it had a big pop over the 200DMA, but it's still under the 100DMA. Maybe this a brief hop up, but if it stays in between the 100-200 channel for a few days or more I'll bail /sadpanda
 
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Sanrith Descartes

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I still have until July, but I may have to cut my TSLA puts for a 20% loss if things don't reverse lol I know I know...never bet against TSLA, but every single piece of news coming out is bad.

Chief of India leaves as they enter market, FSD not working, sales down across every market, elon effect(not getting political but it is a thing) and yet +17.00$ today and 150+ p/e. I know everyone says its the long term bet on robotics and basically being one of those companies from the movies that runs the entire world, but I would have thought it would settle until this chaos ends.

Today it had a big pop over the 200DMA, but it's still under the 100DMA. Maybe this a brief hop up, but if it stays in between the 100-200 channel for a few days or more I'll bail /sadpanda
TSLA finished the day right under $300. This is the highest its been since the March flushout. If we can avoid any shitty macro news (unlikely I agree) it can make a run from here.
 

Rangoth

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Yep. I agree. There is channel between the 100/200 MAs. That’s what I am watching with my window. My puts are not unreasonable. 260 which it was just at and July expiration. So I’m not freaking out but a run could crush them quickly so I am concerned. Shocked as fuck, but also concerned.

I’ve said it before but I’m blown away at how this stock moves on shit news and financials. This is literally the adage of “the markets can remain irrational longer than you can remain solvent”. I’m up like 100k for the year and this trade could wipe out 20k of it. Insanely sad panda.
 
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Haus

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The Fed market is a big deal. My company is going through FEDRAMP right now because fed contracts for SAAS software is the gold mine of gold mines. PLTR is going to be bailing money.

For those unaware of how much resources are spent on it. Most companies with big fed exposure in IT have a company within a company that has all of its own infrastructure solely to manage the FED stuff. We are no different. AWS for example has its entire Fed division and also secret/top secret/etc levels of infrastructure scaled to serve the entire fed.
This is the way. My company has went through some extensive nonsense and hoops to get to FedRAMP High (There is apparently a medium and high tier level scheme for it). And it's because it opens the doors to those juicy stupid Federal government contracts.
 

pwe

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Anyone investing in electric grid infrastructure? Any pointers? I have a bit of Siemens Energy AG (ETR: ENR) and American Electric Power (
NASDAQ: AEP). Was thinking of trading some Amazon for others similar to these. But Amazon could go up as more tariff deals are made, I guess. Thoughts?
No one interested in this? Forecasts shows a rising need for electricity and Spain recently had a severe blackout. Electricity is critical infrastructure. Not sexy enough? Siemens doing well so far.
 

Rangoth

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I’d be interested in learning more, I’ve never really dabbled in the energy or utility sector outside of an occasional oil company play
 
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Furry

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No one interested in this? Forecasts shows a rising need for electricity and Spain recently had a severe blackout. Electricity is critical infrastructure. Not sexy enough? Siemens doing well so far.
My family is in energy, the very big, expensive, and critical parts for power plants, and they do work world-wide with a focus on LNG and coal. Apparently this year has been an absolute gang-buster year so far. Like 10x the average and and probably their best year in decades. If they're doing well, other energy companies probably are too.

The biggest warning to attributing that the stock taking off like a rocket is that it, and many other similar companies are held by much bigger conglomerates that do tons of other things, much like Seimens, so one sector doing amazing tends to get watered down with the question of how the other 10000 things they are involved in are doing.
 
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Furry

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China deal supposedly announced tomorrow... will markets react by heading off to the races for a while?
I don’t know about off to the races for a while, but tomorrow might as well be Saint Patrick’s day for the markets with both sides signaling positively. Bears are gonna get hurt.
 
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Haus

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China deal supposedly announced tomorrow... will markets react by heading off to the races for a while?
My bet is they will announce a "deal" which is really just establishing a framework for further discussions. Market will perk a little, but I don't think it will cause any big sustained rally. That will happen when a real and finalized deal emerges, which I bet they're just hoping to have by the end of this month. Setting up for a potentially spicy June.
 
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Sanrith Descartes

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My bet is they will announce a "deal" which is really just establishing a framework for further discussions. Market will perk a little, but I don't think it will cause any big sustained rally. That will happen when a real and finalized deal emerges, which I bet they're just hoping to have by the end of this month. Setting up for a potentially spicy June.
All the fucks who sell in May and go away about to take it in the pooper.
 

Creslin

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My bet is they will announce a "deal" which is really just establishing a framework for further discussions. Market will perk a little, but I don't think it will cause any big sustained rally. That will happen when a real and finalized deal emerges, which I bet they're just hoping to have by the end of this month. Setting up for a potentially spicy June.
If that’s the news the market will tank. At a minimum the market expects a massive unwind of the tit for tat tariffs that happened on top of the original liberation day tariffs.
 

Sanrith Descartes

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If that’s the news the market will tank. At a minimum the market expects a massive unwind of the tit for tat tariffs that happened on top of the original liberation day tariffs.
There won't be a "deal". It's too fast for an actual deal of the scope US/Chyna will require.

The news will be the deescalation of tariff war because of the framework.
 
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Haus

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My bigger political/investment intersection concern at this point is what Trump plans to do to try to get Treasury note rates down, as we have a BIG refinancing of debt coming up.
 
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